GKWIM
O icon

Gerber Kawasaki Wealth & Investment Management’s Realty Income O Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3
Closed -$3K – 822
2021
Q3 		$3K Buy
+3
New +$203 ﹤0.01% 843

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's O Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Realty Income (O) in Q4 2021, closing a stake of 3 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in O in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 1,106 funds tracked by Wall St. Rank hold O as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Realty Income position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3 Realty Income shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Realty Income in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Realty Income position peaked at $3K in Q3 2021.
  • 1,106 funds tracked by Wall St. Rank held Realty Income as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.